Rockwell Automation, Inc
ROK- Exchange
- NYSE
- Industry
- Measuring & Controlling Devices, NEC
- SEC CIK
- 0001024478
In the last 90 days, Rockwell Automation, Inc insiders filed 0 open-market purchases and 5 sales; 1,545 institutions reported holding it in 13F filings for Q2 2026, worth $48.8B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Rockwell Automation, Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,223
- +100 vs. Q3 2023
- Shares held
- 87.4M
- −4.76M (−5.2%) vs. Q3 2023
- Total value
- $27.1B
- +$784.7M (+3.0%) vs. Q3 2023
- New holders
- 179
- 408 more added
- Sold out
- 79
- 400 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ROK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,545 | $48.8B |
| Q1 2026 | 1,422 | $34.4B |
| Q4 2025 | 1,420 | $37.1B |
| Q3 2025 | 1,296 | $32.2B |
| Q2 2025 | 1,269 | $31.1B |
| Q1 2025 | 1,172 | $23.7B |
| Q4 2024 | 1,216 | $26.9B |
| Q3 2024 | 1,161 | $24.4B |
| Q2 2024 | 1,156 | $25.3B |
| Q1 2024 | 1,202 | $26.5B |
| Q4 2023 | 1,223 | $27.1B |
| Q3 2023 | 1,140 | $26.4B |
| Q2 2023 | 1,146 | $30.9B |
| Q1 2023 | 1,113 | $27.0B |
| Q4 2022 | 1,059 | $23.5B |
| Q3 2022 | 994 | $19.6B |
| Q2 2022 | 976 | $18.5B |
| Q1 2022 | 1,052 | $25.6B |
| Q4 2021 | 1,136 | $31.9B |
| Q3 2021 | 1,037 | $26.9B |
| Q2 2021 | 988 | $26.4B |
| Q1 2021 | 974 | $23.7B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 886 | $275.1K | 0.01% | +2+0.2% | Added |
| Jacobs & Co | 876 | $272.0K | 0.03% | +876 | New |
| First Business Financial Services, Inc. | 867 | $269.2K | 0.03% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 867 | $269.2K | 0.03% | +1+0.1% | Added |
| Key Financial Inc | 866 | $268.9K | 0.07% | 00.0% | Unchanged |
| Nwam LLC | 864 | $268.3K | 0.02% | +4+0.5% | Added |
| Accurate Wealth Management, LLC | 876 | $267.1K | 0.08% | +42+5.0% | Added |
| Arrowstreet Capital, Limited Partnership | 861 | $267.0K | 0.00% | +861 | New |
| Lido Advisors, LLC | 859 | $266.7K | 0.00% | −198−18.7% | Reduced |
| Tradition Wealth Management, LLC | 858 | $266.0K | 0.03% | −1−0.1% | Reduced |
| HRT Financial LP | 858 | $266.0K | 0.00% | +858 | New |
| Wade G W & Inc | 853 | $265.0K | 0.01% | +7+0.8% | Added |
| Diligent Investors, LLC | 853 | $264.9K | 0.07% | +853 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 853 | $264.8K | 0.03% | −64−7.0% | Reduced |
| Graypoint LLC | 852 | $264.6K | 0.02% | +852 | New |
| Professional Advisory Services Inc | 850 | $264.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 848 | $263.3K | 0.00% | −61−6.7% | Reduced |
| Sapient Capital LLC | 838 | $260.2K | 0.01% | +838 | New |
| Carr Financial Group Corp | 830 | $257.7K | 0.10% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 825 | $256.0K | 0.09% | +825 | New |
| Diversified, LLC | 822 | $255.2K | 0.06% | +22+2.8% | Added |
| Eagle Global Advisors LLC | 820 | $254.6K | 0.02% | +820 | New |
| Verition Fund Management LLC | 814 | $252.7K | 0.00% | −583−41.7% | Reduced |
| Busey Wealth Management | 812 | $252.1K | 0.01% | +812 | New |
| Financial Advocates Investment Management | 812 | $252.1K | 0.02% | +812 | New |
| Alpha Cubed Investments, LLC | 808 | $250.9K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 804 | $249.6K | 0.02% | −350−30.3% | Reduced |
| Advance Capital Management, Inc. | 800 | $248.4K | 0.02% | −2−0.2% | Reduced |
| Citizens & Northern Corp | 800 | $248.4K | 0.09% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $248.4K | 0.10% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 800 | $248.4K | 0.06% | +800 | New |
| Skopos Labs, Inc. | 797 | $247.5K | 0.12% | +797 | New |
| Panagora Asset Management Inc | 791 | $245.6K | 0.00% | +7+0.9% | Added |
| Regal Investment Advisors LLC | 786 | $244.2K | 0.02% | −2−0.3% | Reduced |
| Pure Financial Advisors, Inc. | 783 | $243.0K | 0.01% | −83−9.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 781 | $242.5K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 805 | $240.3K | 0.01% | +70+9.5% | Added |
| Foster Group, Inc. | 836 | $239.0K | 0.01% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 767 | $238.1K | 0.01% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 765 | $237.5K | 0.10% | +3+0.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 762 | $236.6K | 0.02% | −53−6.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 761 | $236.3K | 0.01% | +96+14.4% | Added |
| Geller Advisors LLC | 760 | $236.0K | 0.02% | −14−1.8% | Reduced |
| LS Investment Advisors, LLC | 760 | $236.0K | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 757 | $235.0K | 0.02% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 750 | $232.9K | 0.11% | −174−18.8% | Reduced |
| Maple Capital Management, Inc. | 750 | $232.9K | 0.02% | −79−9.5% | Reduced |
| Eqis Capital Management, Inc. | 749 | $232.6K | 0.02% | +749 | New |
| TFC Financial Management | 746 | $231.6K | 0.05% | −2−0.3% | Reduced |
| Hollencrest Capital Management | 744 | $231.0K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 740 | $229.8K | 0.03% | 00.0% | Unchanged |
| Apexium Financial, LP | 740 | $229.8K | 0.02% | +740 | New |
| Cahill Financial Advisors Inc | 739 | $229.4K | 0.03% | −161−17.9% | Reduced |
| Sabal Trust CO | 736 | $228.5K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 733 | $227.6K | 0.08% | −50−6.4% | Reduced |
| Moran Wealth Management, LLC | 731 | $227.0K | 0.01% | +731 | New |
| StoneX Group Inc. | 731 | $226.9K | 0.02% | +731 | New |
| Accredited Investors Inc. | 725 | $225.0K | 0.02% | +19+2.7% | Added |
| Founders Financial Alliance, LLC | 720 | $223.6K | 0.09% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 720 | $223.5K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 717 | $222.6K | 0.18% | −68−8.7% | Reduced |
| Hills Bank & Trust Co | 717 | $222.6K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 759 | $222.6K | 0.06% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 716 | $222.3K | 0.08% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 714 | $221.9K | 0.04% | −120−14.4% | Reduced |
| Equitable Holdings, Inc. | 714 | $221.6K | 0.00% | +714 | New |
| Nicolet Bankshares Inc | 713 | $221.4K | 0.06% | −25−3.4% | Reduced |
| KG&L Capital Management,LLC | 712 | $221.1K | 0.09% | +712 | New |
| Great Lakes Retirement, Inc. | 710 | $220.6K | 0.04% | −36−4.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 710 | $220.4K | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 708 | $219.8K | 0.04% | +708 | New |
| NBT Bank N A | 708 | $219.8K | 0.02% | +708 | New |
| Lindbrook Capital, LLC | 707 | $219.5K | 0.02% | +63+9.8% | Added |
| Great Waters Wealth Management | 721 | $219.1K | 0.04% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 704 | $218.6K | 0.04% | +704 | New |
| Ritholtz Wealth Management | 702 | $217.8K | 0.01% | −20−2.8% | Reduced |
| Drive Wealth Management, LLC | 700 | $217.5K | 0.07% | +700 | New |
| Professional Financial Advisors, LLC | 700 | $217.3K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 699 | $217.0K | 0.04% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 696 | $216.0K | 0.06% | +696 | New |
| CX Institutional | 695 | $215.8K | 0.01% | −14−2.0% | Reduced |
| Tevis Investment Management | 695 | $215.8K | 0.20% | +695 | New |
| Sherbrooke Park Advisers LLC | 691 | $214.5K | 0.10% | +691 | New |
| Mather Group, LLC. | 691 | $214.4K | 0.00% | −61−8.1% | Reduced |
| Strategic Blueprint, LLC | 690 | $214.2K | 0.02% | +690 | New |
| Quest Partners LLC | 686 | $213.0K | 0.05% | +686 | New |
| Prio Wealth Limited Partnership | 682 | $211.7K | 0.01% | +682 | New |
| Haverford Trust Co | 682 | $211.7K | 0.00% | +682 | New |
| Financial Engines Advisors L.L.C. | 681 | $211.4K | 0.00% | +681 | New |
| Headinvest, LLC | 680 | $211.1K | 0.04% | −275−28.8% | Reduced |
| Ingalls & Snyder LLC | 680 | $211.0K | 0.01% | +680 | New |
| Shelton Capital Management | 678 | $210.5K | 0.01% | −80−10.6% | Reduced |
| Seven Mile Advisory | 675 | $209.6K | 0.18% | +675 | New |
| Cornerstone Wealth Group, LLC | 673 | $209.0K | 0.03% | −102−13.2% | Reduced |
| Sonora Investment Management Group, LLC | 669 | $207.7K | 0.02% | +669 | New |
| Delta Investment Management, LLC | 667 | $207.2K | 0.05% | −55−7.6% | Reduced |
| Fort, L.P. | 663 | $205.8K | 0.51% | +663 | New |
| Catalyst Financial Partners LLC | 656 | $203.7K | 0.06% | +656 | New |
| Burke & Herbert Bank & Trust Co | 655 | $203.4K | 0.15% | +655 | New |
| Forum Financial Management, LP | 654 | $203.1K | 0.00% | +654 | New |